Published February 23, 2024
This week, we found Blaine Rollins’ note to have a wide range of interesting information. Why inflation appeared “sticky” in recent readings but remains on a downward path. The strength of this quarter’s earnings reports and CEO comments from those calls. And how a globe awash in cash is fueling the stock market. (more…)
Published June 4, 2021
While there remain many places still struggling with Covid-19 and its myriad effects, the broad U.S. economy is, less and less, one of those places. This week, the Federal Reserve made clear they are ready to begin backing out of the unprecedented market supports they put in place a year ago. It will be a good while before the Fed takes any action on interest rates. For now, they are beginning to sell off the assets accumulated during the height of pandemic uncertainty. Those assets are the corporate bonds and ETFs purchased by the Central Bank last summer to shore up wavering market confidence. (more…)